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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,299 | $107,421-82.0% | $182,262-89.4% | $94,015-79.5% |
| Participation rate | 74.7% | 77.8%-3.0pp | 84.2%-9.5pp | 70.8%+3.9pp |
| Annual return | 19.31% | 21.32%-2.0pp | 140.60%-121.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,231 | $3,448-64.3% | $5,046-75.6% | $2,790-55.9% |
| Participant deferral / active EE | $2,053 | $6,558-68.7% | $8,276-75.2% | $4,249-51.7% |
| Admin fee / account holder | $1,901 | $8,692-78.1% | $16,712-88.6% | $8,951-78.8% |